MAM
McCarthy Asset Management Portfolio holdings
AUM
$147M
This Quarter Return
+8.2%
1 Year Return
+8.48%
3 Year Return
+38.27%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+9.3%)
Cap. Flow
+$2.18M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
78.42%
Holding
371
New
21
Increased
76
Reduced
35
Closed
38
Top Buys
Top Sells
| 1 |
ZIXI
Zix Corporation
ZIXI
|
$106K |
| 2 |
Gilead Sciences
GILD
|
$103K |
| 3 |
Trade Desk
TTD
|
$70K |
| 4 |
Wells Fargo
WFC
|
$50.3K |
| 5 |
Marvell Technology
MRVL
|
$43.8K |
Sector Composition
| 1 | Healthcare | 8.56% |
| 2 | Technology | 6.12% |
| 3 | Financials | 3.31% |
| 4 | Consumer Discretionary | 3.02% |
| 5 | Communication Services | 2.71% |
